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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$167M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$113M
4
Ameriprise
4
Ameriprise
Minnesota
$123M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$51.6M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$0
2
SP
2
Symmetry Partners
Connecticut
$3.03M
3
AWM
3
AE Wealth Management
Kansas
$325K
4
APP
4
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$22.7M +$2.26M +23,512 +11%
AO
77
Advisor OS
Illinois
$21.1M +$5.8M +60,490 +38%
MA
78
MJP Associates
Connecticut
$21.1M +$5.95M +62,042 +39%
SFG
79
SNS Financial Group
Minnesota
$21M +$1.29M +13,472 +7%
MGW
80
MB Generational Wealth
Washington
$21M -$526K -5,486 -2%
HPA
81
High Probability Advisors
New York
$20.9M +$389K +4,057 +2%
OS
82
Objectivity Squared
South Carolina
$20.8M +$3.57M +37,457 +21%
TFO
83
Tarbox Family Office
California
$20.4M +$560K +5,834 +3%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$20.3M +$1.11M +11,552 +6%
MML Investors Services
85
MML Investors Services
Massachusetts
$20.2M +$4.9M +51,028 +32%
BFS
86
Bare Financial Services
Pennsylvania
$20M +$5.91M +61,631 +42%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$810K +8,437 +4%
KPWS
88
Kestra Private Wealth Services
Texas
$19.7M +$1.88M +19,643 +11%
WA
89
Wealth Architects
California
$19.5M +$1.86M +19,421 +11%
SC
90
Stephens Consulting
Michigan
$19.1M +$564K +5,876 +3%
VWA
91
Valued Wealth Advisors
Utah
$18.8M -$301K -3,138 -2%
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$18.3M +$9.12K +95 +0%
GPWA
93
Great Point Wealth Advisors
Massachusetts
$17.9M +$351K +3,659 +2%
GFA
94
Gallagher Fiduciary Advisors
Illinois
$17.9M +$17.9M +186,796 New
CPIG
95
Chicago Partners Investment Group
Illinois
$17.8M +$1.3M +13,650 +8%
AWM
96
Apollon Wealth Management
South Carolina
$17.8M +$1.29M +13,437 +8%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$17.7M +$4.01M +41,832 +29%
PA
98
Paragon Advisors
Texas
$17.4M +$1.42M +14,792 +9%
WI
99
WJ Interests
Texas
$17.4M +$6.2M +64,579 +55%
MBFW
100
Morton Brown Family Wealth
Pennsylvania
$17M +$2.63M +27,398 +18%
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4
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